9 out of the top 20 RF parts being designed in right now are Macom parts; watch out for shortages in the future
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Inventory on average for the commodity have increased higher than pre-covid levels. Lead times are down 6.5% Quarter over Quarter. Challenge your CM on lead time and consider new suppliers to reduce cost
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Lead times are still double what they were before COVID, and are fluctuating over a wide range every month
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Recent, large RF price increases show correlation to reduction in inventory, demand spikes, and design intent increases. Indicators suggest holding off on quoting through September 2023.
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